Remote Client Onboarding Specialist

Tech Sales Jobs; United States; Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive base salary

Bonuses and incentives

Comprehensive benefits: medical,Dental

Job summary

Nuvant is hiring a Virtual Client Onboarding Representative to guide new and prospective clients through financial solutions aligned with their goals. You’ll be a primary virtual contact, initiating welcome outreach and guiding clients toward the next steps.

The role emphasizes a people-first, client-facing approach with strong listening and follow-up skills, and comfort working from home. Remote position for US-based candidates.

Qualifications

• High school diploma or college degree preferred.
• Professional, friendly communicator suited for client-facing roles.
• Organized and comfortable working in a work-from-home setting.
• People-first approach with strong listening and follow-up skills.
• Previous experience in sales, appointment setting, or client-facing roles is a plus.

Responsibilities

• Serve as the primary virtual point of contact for new and incoming clients.
• Initiate outbound calls, emails, and messages to welcome and onboard clients.
• Engage in conversations to discover client needs and goals.
• Clearly explain service offerings and recommend next steps.
• Schedule follow-up calls or connect clients with the right team members.
• Maintain detailed and accurate client records in our CRM system.

Skills

Outbound calling

Client onboarding

Relationship building

Active listening

Follow-up

Education

High school diploma or college degree

Tools

CRM system

Job description

Nuvant is hiring a Virtual Client Onboarding Representative to guide new and prospective clients through financial solutions aligned with their goals. You’ll be a primary virtual contact, initiating welcome outreach and guiding clients toward the next steps.

The role emphasizes a people-first, client-facing approach with strong listening and follow-up skills, and comfort working from home. Remote position for US-based candidates.